Ellaby Pollard was established in 1979, operating as a firm of Independent Financial Advisers.

Since then we have enjoyed steady and continuous growth by meeting the needs of a variety of clients and remaining truly independent in both name and spirit. Ellaby Pollard has an enviable reputation for providing high quality...

As an advisory business providing whole of market independent advice to clients, we firstly need to gain a broad background of your financial circumstances and also understand your financial requirements and the type and complexity of financial advice that you might need. In order to do this we need to have an initial exploratory discussion with you...

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline...

Here's how we formulate the plan towards your goals: We meet together to discuss your personal circumstancesand your current financial situation. We'll go into detail so that we can draw up a complete picture of where...

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future...

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring...

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

Inheritance tax (IHT) is perhaps not quite the ‘voluntary’ tax it was once considered. However, careful planning to ensure you take advantage of all the allowances and reliefs available could save your family a significant tax burden relatively easily.

We believe you should be able to spend time in your business doing what you do best. We know you can worry about company financial planning issues so, passing these concerns to us, enables us to use our skills to...

Owner managers and directors face very specific issues. No matter what stage you are at – just starting out...

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.

Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access...

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange...

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business...

It can provide the reassurance of financial protection for you, your family and your business associates.

Cash flow modelling, in its simplest form, is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future.

Choosing to seek professional financial advice is one of the most important decisions that you will make in your lifetime. It can, and should, lead to a long and rewarding relationship with your adviser, who will become an integral part of your financial affairs.

At Ellaby Pollard, we believe that professional financial advice can add significant value to individuals and businesses. We have a number of different client service propositions designed to meet the varied circumstances of our clients and provide the facility to move between the different propositions as circumstances change. A fundamental part of our service proposition is the comprehensive ongoing review service which has been developed to create real value for our clients. However, our different service levels allow us to also accommodate clients who may need a more “light touch” approach.

As your partner in building wealth and security for your family or business, we focus on ways in which we can help you to live the life that you want to live. We will work with you to create a comprehensive strategy covering every aspect of your finances including financial planning, investment and retirement planning, wealth preservation, any protection needs and tax planning considerations. All of these areas need to be considered to enable you to establish a coherent and adaptable financial strategy. That said, we also understand that sometimes clients may need to focus on specific areas which require immediate attention and we will work to ensure that a relevant plan can be established which can then be reviewed and developed further in the future.

Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you over the coming years.

Retirement Planning

Do you fancy the idea of living on a little over £100 per week when you retire? That's pretty much the prospect...

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Our Areas Of Expertise

Cash Flow Modelling

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ellaby-pollard-cash-flow-modelling

Cash flow modelling, in its simplest form, is the process of assessing your current and forecasted wealth, along with inflows (income) and outflows (expenditure), to enable a picture to be created of your finances both now and in the future.

Corporate Planning

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corporate-planning-matters

We believe you should be able to spend time in your business doing what you do best. We know you can worry about company financial planning issues so, passing these concerns to us, enables us to use our skills to assist you

Protection

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introduction-to-life-assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

Financial Planning

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financial-planning-ellaby-pollard

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers, we can help you make informed decisions about your financial future; short, medium and long term.

Savings & Investments

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introduction-to-savings-and-investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.

Wealth Preservation

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ellaby-pollard-wealth-preservation

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Taxation

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introduction-to-taxation

Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

Retirement Planning

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introduction-to-pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life.